AICPA Names Top Personal Financial Planner


The AICPA personal financial planning division gave Virginia Stanley its highest honor, the Distinguished Service Award, in January. AICPA President and CEO Barry C. Melancon and Dirk Edwards, chairman of the PFP executive committee, made the presentation.

This distinction is conferred annually on the CPA who, in serving the public interest and supporting the PFP division, most enhances the overall quality of personal financial planning.

Now in her first year as a member of the AICPA board of directors, Stanley has served on the AICPA governing council. A principal of Rogoff & Stanley Financial Advisors, LLC, of Albuquerque, New Mexico, she also holds the PFS and CFP designations.

SPONSORED VIDEO

How KPMG is innovating the audit

KPMG's global audit team is using cognitive technology and alliances with tech and university partners to drive audit innovation. See how.

SPONSORED REPORT

States look to unclaimed property for revenue

This free report outlines the escheat process, common types of AUP, how different states are handling it and how companies can plan for potential audits and liabilities.